Large cap growth funds and ETFs certainly performed well in 2024, and institutional investors remain confident that we’ll see more growth in 2025.
That was one of the big takeaways from the 2025 Natixis Institutional Outlook Survey. This Natixis survey provides a thorough temperature check on how institutional advisors are expecting the 2025 markets to pan out.
Institutions aren’t the only ones planning to see more growth in 2025. The survey notes that respondents project that 10 of the 11 sectors are slated to outperform. Unfortunately, consumer discretionary remains a sector with a more mixed outlook.
“Overall, their top four picks for outperformance demonstrate a case of guarded optimism,” the Natixis survey assessed. “Calls for growth sectors, such as Information Technology and Energy, to outperform are offset by calls for more defensive sectors, like Healthcare and Utilities.”
As one may expect, artificial intelligence is driving some optimism about growth in information technology. The Natixis survey also notes that 63% of institutional investors expect AI to supercharge growth.
Tap Into LSGR's Immense Potential
For investors that are looking to build up their growth strategies, the Natixis Loomis Sayles Focused Growth ETF (LSGR ) could help. The actively managed fund provides a distinct take on the large cap growth strategy.
The portfolio team behind the fund leverages their extensive market experience by investing with a private equity strategy. This involves a disciplined seven-step research strategy to assess a company’s growth, quality, and valuation.
In short, the fund does not simply look for companies with sustainable growth prospects. LSGR also seeks stocks with highly difficult business models to replace.
By adding that quality factor, LSGR can offer robust long-term growth through a tight portfolio of stand-out companies. The fund holds a smaller portfolio size of twenty to thirty stocks, which gives each individual company more room to shine.
LSGR’s investment strategy and portfolio management have led to extremely attractive long-term returns. As of December 4, 2024, the fund’s NAV has risen nearly 50% over the last year alone.
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